AI for Business Operations

Back office work, engineered into
the systems you already run

Someone in your business is retyping invoices today. We connect intake, triage and reporting into your existing finance stack, and a named person still authorises anything that matters.

OpenAI Select Partner
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What we usually find, and what we build instead

Four things we find in almost every back office that has never been engineered.

Without SpotDev

What we usually find

With SpotDev

What we build instead

Invoices retyped by hand

A supplier emails a PDF. Someone opens it, reads it, and types the fields into your accounting system.

Extracted, checked, queued

Read on arrival, checked for completeness and duplicates, and queued for a person to approve.

The shared inbox nobody owns

Four hundred unread, three people half-watching it, and the urgent one sitting on page two.

Classified, routed and aged

Sorted by sender, subject and urgency, routed to an owner, and visible when it goes unanswered.

Chasing depends on who has a quiet afternoon

So the biggest debtor gets chased last, because chasing them is the most awkward conversation.

Queued by age, drafted, sent by a person

Prepared from approved wording with disputes flagged. Tone and escalation stay with your finance team.

The management pack takes three days

Most of it spent finding numbers rather than thinking about them.

Assembled, with gaps flagged

Inputs gathered and every figure traceable to its source, including the ones that are missing.

Without SpotDev

Invoices retyped by hand

A supplier emails a PDF. Someone opens it, reads it, and types the fields into your accounting system.

With SpotDev

Extracted, checked, queued

Read on arrival, checked for completeness and duplicates, and queued for a person to approve.

Without SpotDev

The shared inbox nobody owns

Four hundred unread, three people half-watching it, and the urgent one sitting on page two.

With SpotDev

Classified, routed and aged

Sorted by sender, subject and urgency, routed to an owner, and visible when it goes unanswered.

Without SpotDev

Chasing depends on who has a quiet afternoon

So the biggest debtor gets chased last, because chasing them is the most awkward conversation.

With SpotDev

Queued by age, drafted, sent by a person

Prepared from approved wording with disputes flagged. Tone and escalation stay with your finance team.

Without SpotDev

The management pack takes three days

Most of it spent finding numbers rather than thinking about them.

With SpotDev

Assembled, with gaps flagged

Inputs gathered and every figure traceable to its source, including the ones that are missing.

Swipe to explore

What an operations wave activates

A wave activates two of the five agent capabilities, chosen against your own value case. Enablement is part of every wave, not an alternative to one.

Document and invoice intake

Extracts structured fields from receipts, invoices and supporting documents, checks completeness and duplicates, and preserves the source evidence.

Shared-inbox triage

Classifies incoming mail, identifies what is needed, drafts an acknowledgement and routes the work to a named owner.

Internal request handling

Takes routine internal requests, gathers what is required, creates and tracks the task, and chases the missing response.

Receivables preparation

Monitors invoice and payment status, queues by age, detects disputes and drafts chasers from wording your team approved.

Management information

Assembles approved operating and financial inputs, flags stale or conflicting evidence, and links every conclusion to its basis.

Enablement for the people who approve

Finance and admin staff trained on what the system flags, what it cannot see, and when to send something back.

The systems we connect to

Scroll for all four
1

Accounting

Xero, QuickBooks, Sage 50, Sage 200, Sage X3, Sage Intacct, Exact Online, FreeAgent, iplicit and Access Financials.

2

ERP

Microsoft Business Central, NetSuite, SAP Business One and Odoo, among others in our integration library.

3

Your CRM

So an invoice query, a customer record and an open deal are the same conversation rather than three.

4

Anything else

We have built more than 300 integrations. If the data lives somewhere awkward, that is the normal case, not the exception.

Where the human line sits

This is a finance workflow, so the boundary matters more here than anywhere else in the programme. It is written down before anything runs.

Extracts and flags

Reads the document, checks it, and puts it in front of a person. It does not post anything.

Never determines tax

Nominal and tax coding is a restricted action. A qualified person decides it, every time.

Never pays or writes off

No payment, no ledger entry, no write-off, no payment arrangement. Not with approval. Not at all.

Never escalates a chaser

Tone, frequency and legal referral are set and changed by your finance team. A chaser that reads as a threat costs you a customer.

Points at data, not conclusions

It gets you to the underlying numbers faster. It does not tell you what they mean.

Everything is logged

Every extraction, flag, approval and rejection recorded against the source document.

300+HubSpot implementations, firm-wide

Implementation expertise that drives adoption

An in-house engineering team that has delivered more than 300 technology projects. Work with engineers who have built this before.

In-house engineering team.

Agents and integrations designed, tested and shipped by our own engineers. Nothing is subcontracted.

OpenAI Select Partner

SpotDev is enrolled in the OpenAI Partner Network at Select tier, alongside HubSpot Diamond status and Custom Integration and Onboarding accreditations.

Model chosen for the job.

Honest evaluation of the right model for the work. We hold OpenAI Select Partner status and deep expertise in Anthropic's Claude, and we will say when the answer is the AI you already pay for.

AI with security in mind

Not trained on by default
Cyber Essentials Plus
Built on your infrastructure
In-house engineers

Common questions

Start with a diagnostic.

A short, fixed-scope assessment of which administrative workflows are worth automating, which are not, and where the approval line has to sit. No obligation.

SpotDev is an OpenAI Select Partner and a HubSpot Diamond Solutions Partner. SpotDev is a separate company from OpenAI, and partner status does not constitute endorsement of SpotDev by OpenAI. OpenAI and ChatGPT are trademarks of OpenAI. HubSpot is a trademark of HubSpot, Inc. Claude is a trademark of Anthropic, PBC.